Working With Access Roles

Access roles can be created and assigned to multiple users to set up the exact same level of access to the measures and dimensions in PMF. In the future, if you need to change access to measures and dimensions for that group of users, editing the access role is all that is required.

Procedure: How to Create Access Roles

In the Manage tab, click the Access Roles panel button.
Click New.
The New Access Role panel opens.
Type a name for the new access role in the Access Role Name field, for example, Consulting.
Using the drop-down lists for each dimension, select the measure level at which you want to limit access for the access role.
For each level you select, all users (owners) linked to that access role will only be able to view measures at or below that level. If the access role should be allowed to view all measure data for a dimension, select All in the drop-down list for that dimension.
When you are finished setting measure access for each dimension, click Save to create the new access role.

Procedure: How to Edit Access Roles

In the Manage tab, click the Access Roles panel button.
Click the access role you want to edit in the tree.
The Edit Owner Access panel opens.
Using the drop-down lists for each dimension, select the measure level at which you want to limit access for the access role.
When you are finished editing the measure access level for each dimension, click Save to save your changes.